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Senior Team Member
Bank of America. Serve as the Subject Matter Expert (SME) for assigned products and processes .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in Investment Banking and Trade Life Cycle, with a strong focus on operational efficiency and process improvement. Proficient in managing product migrations, stakeholder communication, and financial reporting.
Highest-signal resume keywords
Subject Matter Expert (SME)Investment Banking KnowledgeTrade Life Cycle UnderstandingAnalytical SkillsStakeholder Management
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Financial ReportingFees & Billing ProcessesPayment ProcessingAccounting PrinciplesReconciliationOperational Risk ManagementCash ManagementExcel ProficiencyException ManagementMonth-End Activities
Soft Skills
Excellent Communication SkillsTraining and DevelopmentCollaborationProblem-SolvingProcess Improvement
Tools & Technologies
Payment SystemsTrade Feed TestingBroker Code SetupCalculation Configuration
Industry Keywords
Financial MarketsEquitiesFixed IncomeDerivativesSecurities FinancingOperational ControlsAudit RequirementsRegulatory Requirements
About the role
Key responsibilities & impact- Serve as the Subject Matter Expert (SME) for assigned products and processes
- Lead and manage product-specific migrations, including trade feed testing, broker code setup, calculation configuration, and payment system implementation
- Monitor and manage communication with brokers, trade desks, and Application Support teams
- Ensure timely resolution of issues and escalations
- Act as the primary Training SPOC for onboarding and developing new hires
- Collaborate with Application Development and Technology teams to resolve system glitches, trade feed issues, and source system defects
- Generate and analyse business and financial reports
- Conduct regular review meetings with brokers and stakeholders
- Drive high-volume request processing while meeting operational deadlines and service level expectations
- Maintain expertise across products, applications, and end-to-end operational workflows
- Support process improvement initiatives to enhance efficiency, controls, and service delivery
Requirements
What you’ll need- Graduate in Commerce
- 8-10 years of experience
- Excellent written and verbal communication skills
- Understanding of Investment Banking
- Understanding of Trade Life Cycle
- Understanding of Payments cycle
- End-to-end knowledge of Fees & Billing processes, including invoicing, receivables, payables and settlements
- Understanding of financial markets and products, including Equities, Fixed Income, Derivatives and Securities Financing
- Knowledge of accounting principles, journal entries, accruals, debits/credits and month-end activities
- Understanding of operational risk, controls, audit and regulatory requirements
- Strong analytical, reconciliation and exception management skills
- Knowledge of payment processing, cash management and settlement workflows
- Stakeholder management and ability to drive process improvement and operational efficiency
- Decent knowledge of Excel
- Basic knowledge of AI
Benefits
Comp & perks- Affordable, competitive and flexible benefits
- Support for physical, emotional, and financial wellness
- Opportunities to learn, grow, and build a career
- Inclusive workplace with career development opportunities
- In-office culture supporting collaboration, engagement, and career development